See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,936 | $42,548+8.0% | $74,550-38.4% | $56,287-18.4% |
| Participation rate | 74.2% | 60.5%+13.7pp | 69.1%+5.1pp | 69.9%+4.4pp |
| Annual return | -4.95% | 12.40%-17.3pp | 32.53%-37.5pp | -9.96%+5.0pp |
| Employer contribution / active EE | $742 | $855-13.2% | $1,961-62.2% | $2,111-64.9% |
| Participant deferral / active EE | $3,917 | $2,277+72.0% | $3,108+26.0% | $3,350+16.9% |
| Admin fee / account holder | $69 | $467-85.3% | $5,060-98.6% | $521-86.8% |